First Merchants Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Merchants Corp’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.2M	Sell	305,537 -12,185	-4%	-$1.21M	1.06%	25
2026 Q1	$31.5M	Sell	317,722 -2,300	-0.7%	-$230K	1.2%	17
2025 Q4	$32M	Sell	320,022 -9,143	-3%	-$917K	1.18%	18
2025 Q3	$33M	Sell	329,165 -2,657	-0.8%	-$264K	1.24%	17
2025 Q2	$32.9M	Sell	331,822 -18,684	-5%	-$1.83M	1.27%	15
2025 Q1	$34.7M	Sell	350,506 -258,403	-42%	-$25.3M	1.38%	11
2024 Q4	$59M	Buy	608,909 +22,644	+4%	+$2.23M	2.27%	5
2024 Q3	$59.4M	Buy	586,265 +1,437	+0.2%	+$143K	2.27%	5
2024 Q2	$56.8M	Buy	584,828 +1,311	+0.2%	+$127K	2.28%	5
2024 Q1	$57.1M	Buy	583,517 +67,204	+13%	+$6.58M	4.3%	1
2023 Q4	$51.2M	Sell	516,313 -33,751	-6%	-$3.21M	4.2%	1
2023 Q3	$51.7M	Buy	550,064 +1,233	+0.2%	+$119K	4.61%	1
2023 Q2	$53.8M	Buy	548,831 +1,080	+0.2%	+$107K	4.55%	1
2023 Q1	$54.6M	Buy	547,751 +195,891	+56%	+$19.4M	4.86%	1
2022 Q4	$34.1M	Sell	351,860 -149,179	-30%	-$14.4M	3.13%	1
2022 Q3	$48.3M	Buy	501,039 +31,628	+7%	+$3.2M	4.83%	1
2022 Q2	$47.7M	Sell	469,411 -168,783	-26%	-$17.3M	4.72%	1
2022 Q1	$68.3M	Sell	638,194 -23,685	-4%	-$2.61M	5.59%	1
2021 Q4	$75.5M	Buy	661,879 +22,446	+4%	+$2.57M	5.83%	1
2021 Q3	$73.4M	Buy	639,433 +21,432	+3%	+$2.48M	4.67%	2
2021 Q2	$71.3M	Buy	618,001 +12,684	+2%	+$1.45M	4.63%	2
2021 Q1	$68.9M	Buy	605,317 +34,330	+6%	+$3.98M	4.59%	2
2020 Q4	$67.5M	Sell	570,987 -15,133	-3%	-$1.78M	4.65%	2
2020 Q3	$69.2M	Sell	586,120 -3,162	-0.5%	-$375K	5.27%	2
2020 Q2	$69.7M	Sell	589,282 -23,225	-4%	-$2.72M	5.88%	2
2020 Q1	$70.7M	Buy	612,507 +2,687	+0.4%	+$306K	9.15%	1
2019 Q4	$68.5M	Sell	609,820 -22,624	-4%	-$2.55M	7.02%	1
2019 Q3	$71.6M	Buy	+632,444	New	+$71.1M	7.61%	1

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Merchants Corp's AGG Position: Q2 2026 in Review

First Merchants Corp reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.8% in Q2 2026, selling an estimated $1.21M and leaving 305,537 shares worth $30.2M. The position accounts for 1.06% of the portfolio, ranked #25.

First Merchants Corp first reported a position in AGG in Q3 2019 and has held it in 28 quarters since. The position peaked at $75.5M in Q4 2021. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

First Merchants Corp held 305,537 shares of iShares Core US Aggregate Bond ETF worth $30.2M as of Q2 2026.
First Merchants Corp sold 12,185 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.21M.
iShares Core US Aggregate Bond ETF made up 1.06% of First Merchants Corp's portfolio in Q2 2026, its #25 holding.
First Merchants Corp first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
First Merchants Corp's iShares Core US Aggregate Bond ETF position peaked at $75.5M in Q4 2021.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.